Influence vs. Upnify CRM Comparison Chart

Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.

Caller ID Reputation is a service that allows companies to monitor their caller IDs across all major carriers, call-blocking apps, and aggregator APIs. It provides real-time visibility and control over how calls are presented to clients, helping businesses identify flagged caller IDs and reduce flags by up to 95% in the first month. The platform offers a user-friendly dashboard to manage multiple business lines simultaneously, ensuring calls are not marked as spam or scams. Caller ID Reputation also provides real-time notifications and detailed dashboards for continuous monitoring, enabling immediate remediation of flagged numbers. By maintaining a positive phone number reputation, businesses can improve connection rates and uphold brand integrity. Blocked calls can stop you from reaching patients and they would never know you tried to call or text them. Blocked calls can stop you from reaching patients and they would never know you tried to call or text them.

ActiveCampaign is the autonomous marketing platform that transforms how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Within a single tool, you get real-time reporting and proactive optimizations in addition to market-leading deliverability and integration with 1000+ apps. With a user-friendly interface and a comprehensive suite of features, ActiveCampaign's platform is powerful, accessible, and designed to scale with your business. It's also easy to get started: While traditional tools force teams through long setup cycles and training, ActiveCampaign delivers measurable lifts in engagement and conversions in days. 89% of surveyed customers say the platform meets their business needs better than the competition, and 88% say ActiveCampaign delivers value faster than competitors. Read our ROI report for methodology

Autonomous AI that engages website visitors with real-time, human-like conversations, converting 15% more traffic into qualified pipeline, while empowering revenue teams with instant, accurate answers to technical, competitive, and product questions at every stage of the deal cycle. Docket is the leading Agentic Marketing platform that turns inbound traffic into qualified pipeline for B2B revenue teams. Docket unifies, governs, and continuously learns from your organization's GTM knowledge with its proprietary Sales Knowledge Lake™, and activates it through powerful, always-on AI agents. Docket's AI Marketing Agent engages website visitors through real, human-like conversations, responding to nuanced evaluation questions with expert-grade answers from your approved knowledge, running live discovery to qualify intent, and converting high-intent buyers into qualified leads, booked meetings, and pipeline. Without a human in the loop at each step.

Creatio is a global vendor of an agentic AI-native CRM and workflow automation platform that combines no-code development and AI to automate customer journeys and business processes with maximum flexibility. The platform includes Creatio Studio, enabling users to build applications and AI agents with natural language and visual tools, alongside a full AI CRM suite for marketing, sales, and service with embedded AI agents. Organizations can design and automate end-to-end workflows, leverage analytics, and accelerate development with up to 10× faster time-to-value. Creatio also offers industry-specific solutions, including Financial Services CRM, and workflows across 19+ industries, supported by a marketplace of add-ons and integrations. Recognized by Gartner and Forrester and highly rated on G2, Creatio serves thousands of customers globally with a strong partner ecosystem.

Eurekos is the customer training LMS built to educate the world outside your organization – partners, distributors and resellers. Most companies spend years perfecting their product, then hand customers a repurposed employee training course and hope for the best. When those customers churn, the product gets the blame. Usually, the training is the problem. Eurekos fixes that. We help you turn customer education from a cost into a revenue stream, by selling courses, accreditations and learning paths directly through the platform. The same thinking runs through the entire LMS – from customizable customer portals to certifications, eCommerce, built-in content authoring and ISO/IEC 27001 & 27701-certified security. Our smart learning assistant, Saga AI, powers deep content discovery (including inside SCORM files). Everything you need to run a world-class external training operation. It's why we’re trusted by 500,000+ learners across 100+ countries worldwide.

Tremendous is the global payouts platform for businesses sending gift cards and money at scale. Trusted by 20,000+ leading organizations, Tremendous has delivered billions of rewards and enables businesses to reach recipients across 230+ countries and regions. Recipients have 2,500+ payout options to choose from, including gift cards, prepaid cards, cash transfers, and charitable donations. From research incentives to marketing and sales rewards to employee recognition programs, the free-to-use platform makes it easy to send thousands of payouts quickly. Getting started is simple: add a funding method and place your first order in minutes. Teams can send rewards via bulk upload, integration, or API. Tremendous automates language translation, currency conversion, tracking, and reporting, and includes built-in fraud controls. The result? Teams can focus on the work that matters most while Tremendous handles all the payout details.

Coevera is the AI-native CRM built to empower and develop salespeople—not just track them. Formerly Pipeliner CRM, Coevera pairs a powerful, visual sales platform with a built-in professional development ecosystem, so your team gets better at selling while they sell. Rebuilt from the ground up, intelligence is the default—not a feature bolted onto decades-old architecture. Spot stalled deals at a glance, kill busywork with the Automatizer workflow engine, and plug into the wider AI ecosystem through native Model Context Protocol (MCP) support. Visual selling, intuitive navigation, and rapid time-to-value mean implementation in weeks, not quarters—and adoption stays high because the experience is built around the seller, not against them. Every capability is designed to amplify human judgment, never replace it. For organizations ready to move beyond legacy CRM and sell in a smarter, faster, more human way, Coevera is the platform built for what's next.

Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses.

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.